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WA Configuration Examples for Integrated Configuration Mode

In integrated configuration mode, Workforce Advisor (WA) configuration depends on Contact Center Advisor (CCAdv) configuration. The availability of applications in the WA contact group configuration interface depends on the selected aggregated objects and the application configuration in CCAdv. Agent group and contact group associations are derived automatically from the CCAdv configuration of applications associated with the contact groups and cannot be changed in WA. CCAdv and WA operate with the same set of aggregated objects, applications, agent groups, and the associations amongst them. You cannot configure WA without first configuring CCAdv.

Related Information


For information about business objects (reporting regions, geographic regions, operating units, contact centers and application groups), see Advisors Business Objects.

For additional information about agent groups and contact groups, see:

For information about configuring contact centers (site or network), see Contact Centers and Configuring Contact Centers.

Correct Configuration: Simple Configuration In Integrated Configuration Mode

To correctly configure the deployment shown in the following Figure, see Configuring CCAdv/WA using the Integrated Configuration Mode: Basic Configuration.

Integrated Configuration Mode Scenario 1

Legend:

  • AG = Application Group
  • Agent Gr = Agent Group
  • CC = Contact Center
  • GR = Geographic Region
  • OU = Operating Unit
  • RR = Reporting Region



Configuring CCAdv/WA using the Integrated Configuration Mode: Basic Configuration


Steps

  1. Verify that Contact Center Advisor/Workforce Advisor is set to Integrated configuration mode.
    Pma sys-config-integrated 851.png
  2. Activate the geographic region (GR1) if it is still inactive.
    Pma geo-region-integrated 851.png
  3. Make sure that any of the following objects that will participate in the configuration are active:
    • reporting region (RR1)
      Pma reporting-region-integrated 851.png
    • operating unit (OU1)
      Pma operating-unit-integrated 851.png
    • application group (AG1)
      Pma application-group-integrated 851.png
  4. Configure a contact center (CC1), if it is not already configured, and associate it with a geographic region (GR1). The contact center (CC1) can be of any type except agent group contact center (AGCC).
    Pma contact-center-integrated 851.png
  5. Assign the application (Application 1, and any other applicable application) to CC1, RR1, OU1, and AG1.
    Pma assign-application-integrated 851.png
  6. Assign agent groups (Agent Gr 1, Agent Gr 2, Agent Gr 3, Agent Gr 4, and so on) to Application 1.
    Pma assign-agent-groups-integrated 851.png
  7. Choose a contact group (Contact Group 1) that, in the system, is associated with Application 1. Associate Contact Group 1 with the same contact center (CC1), same reporting region (RR1), same operating unit (OU1), and the same application group (AG1) with which Application 1 is associated.
    Pma assign-contact-groups-integrated 851.png
  8. Verify in the Administration module that Agent Gr 1, Agent Gr 2, Agent Gr 3, and Agent Gr 4 are associated with Contact Group 1.
    The association between each relevant agent group and the contact group occurs automatically after Contact Group 1 is mapped to Application 1 if your configuration is valid.
    Pma verify-config-integrated 851.png

Correct Configuration: Configuration With Agent Groups Divided Into Agent Group Contact Centers

To correctly configure the deployment shown in the following Figure, see Configuring CCAdv/WA using the Integrated Configuration Mode: Agent Groups Divided Into Agent Group Contact Centers.

Pma integrated-split-AGs-config 851.png

Legend:

  • AG = Application Group
  • AGCC = Agent Group Contact Center
  • Agent Gr = Agent Group
  • GR = Geographic Region
  • NCC = Network Contact Center
  • OU = Operating Unit
  • RR = Reporting Region



Configuring CCAdv/WA using the Integrated Configuration Mode: Agent Groups Divided Into Agent Group Contact Centers


Steps

  1. Activate the geographic region if it is still inactive (GR1).
  2. Make sure that any of the following objects that will participate in the configuration are active:
    • reporting region (RR1)
    • operating unit (OU1)
    • application group (AG1)
  3. Configure a network contact center (NCC1), if it is not already configured, and associate it with a geographic region (GR1).
  4. Create agent group contact centers (AGCC1, AGCC2, and so on) within NCC1.
    Pma create-agccs-integrated 851.png
  5. Assign the application (Application 1, and any other applicable application) to NCC1, RR1, OU1, AG1.
    Pma assign-apps-to-objects-integrated 851.png
  6. Assign agent groups (Agent Gr 1, Agent Gr 2, Agent Gr 3, Agent Gr 4, and so on) to Application 1.
    Pma assign-agent-groups to app-integrated 851.png
  7. Assign agent groups to AGCCs:
    1. Assign Agent Gr 1 and Agent Gr 2 to AGCC1.
    2. Assign Agent Gr 3 and Agent Gr 4 to AGCC2.

    Agent Gr 1, Agent Gr 2, Agent Gr 3, Agent Gr 4, and so on, will be included automatically in both CCAdv and WA.

    Pma assign-agent-groups-to-agcc-integrated 851.png
  8. Choose a contact group (Contact Group 1) that, in the system, is associated with Application 1. Associate Contact Group 1 with the same network contact center (NCC1), the same reporting region (RR1), the same operating unit (OU1), and the same application group (AG1) with which Application 1 is associated.
    Pma assign-contact-groups-to-objects-integrated 851.png
  9. Map contact groups that are associated with agent groups already assigned to AGCCs:
    1. Choose a contact group (Contact Group 2) that, in the system, is associated with the set of agent groups from AGCC1. Map Contact Group 2 to AGCC1 and to the same reporting region (RR1), the same operating unit (OU1), and the same application group (AG1) with which Contact Group 1 is associated.
    2. Choose a contact group (Contact Group 3) that, in the system, is associated with the set of agent groups from AGCC2. Map Contact Group 3 to AGCC2 and to the same reporting region (RR1), the same operating unit (OU1), and the same application group (AG1) with which Contact Group 1 is associated.
    3. And so on with any other contact groups.

    Pma assign-ags-contact-groups-integrated 851.png

  10. Map Contact Group 1 to Application 1.
    Pma assign-cg1-to-app1-integrated 851.png
  11. Map Contact Group 2 to Agent Gr 1 and Agent Gr 2.
    Pma assign-cg2-to-ags-integrated 851.png
  12. Map Contact Group 3 to Agent Gr 3 and Agent Gr 4.
    Pma assign-cg3-to-ags-integrated 851.png
  13. Verify in the Administration module that Agent Gr 1, Agent Gr 2, Agent Gr 3, and Agent Gr 4 are associated with Contact Group 1.
    The association between each relevant agent group and the contact group occurs automatically after Contact Group 1 is mapped to Application 1 if your configuration is valid.
    Pma ag-to-cgs-verification-integrated 851.png

Incorrect Configuration: Contact Group Not Mapped To An Application

Failing to map the relevant contact group to an application results in an incomplete and incorrect configuration. If you use this configuration, the real-time WA metric operands will be absent, which results in inaccurate or missing metric values for the contact group and related aggregated objects. Pma incorrect-config-1-integrated 851.png

Incorrect Configuration: Incorrectly Mapped Contact Groups

The configuration shown in the figure below is incorrect because the contact groups that are mapped to agent groups are associated with a different combination of reporting region, operating unit, and application group than the related contact group that is mapped to applications. Pma incorrect-config-2-integrated 851.png

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This page was last modified on 5 July 2018, at 14:40.